Enabling The Standard for

Automated Demand Response

Understanding OpenADR 2.0

Agenda

Smart Grid, Demand Response (DR) and Automated DR

From OpenADR 1.0 to OpenADR 2.0

OASIS Energy Interop and OpenADR 2.0

OpenADR Alliance overview

Current Status

Q&A

Motivation for Demand Response

Growing Peak Loads make it difficult to keep up with

demand

10% reduction for 60 hours/yr = 5000MW or 50 100MW

peak plants

Recent heat waves in the North East showed that DR can

help

29,653 MW

37,335 MW

53,063 MW

0

10,000

20,000

30,000

40,000

50,000

60,000

2006 Survey 2008 Survey 2010 Survey

Demand Response Potential Peak Load Reduction in MW, United States: 2006, 2008, 2010 - Business as usual - Source: Federal Energy Regulatory Commission

Motivation for Automated DR

Demand Response Potential

Pe

ak

Re

du

cti

on

% o

f P

ea

k

Business-as-Usual (BAU)

Expanded BAU

Achievable Participation

Full Participation

188

20% of

138 14% of

38

4% of

82 9% of

Other DR

Interruptible Tariffs

Tariffs DLC

Pricing w/o Tech

Pricing w/ Tech

0

50

100

150

200

0%

5%

15%

20%

25%0

(Source: Federal Energy Regulatory Commission)

Why DR Is Important

Direct Financial Benefits

Market Benefits

Reliability

System & Network

Environmental and Societal

Customer Service and Risk Management

Power Cost Stabilization

Consumer Choice

Motivation for Automated DR and

Standardization

OpenADR developed to meet automation

goals from 2002

Cost - Develop low-cost, automation

infrastructure

Technology – Evaluate reliability & readiness

for common signals

Capability - Evaluate control strategies to

modify electric loads

OpenADR is a public domain standard to

communicate price and reliability signals

OpenADR-based Auto-DR programs, offered

by utilities/ISOs

6

OpenADR in a Nutshell

Open Automated Demand

Response (OpenADR)

provides a non-proprietary,

open standardized DR

interface that allows electricity

providers to communicate DR

signals directly to existing

customers using a common

language and existing

communications such as the

Internet.

7

Source: LBNL

OpenADR Deployments

OpenADR Commercial

Deployment MW (current

enrollment ~200 MW)

OpenADR Deployments

around the World

8

XML data model transported over variety of mediums & interfaces

OpenADR Features and Benefits

Low cost automation allows consumers to use less expensive power

providing benefits to consumers, utilities, system operators, and

society at large.

9

OpenADR Progression

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Research initiated by LBNL/ DRRC (California Energy Commission PIER)

Pilots and field trials - 2003: Developments, tests - 2004: Scaled-up tests, relay - 2005-06: CPP/ Auto-CPP (PG&E)

OpenADR

Commercialization (PG&E, SCE, and SDG&E)

Official OpenADR specification (v1.0) by LBNL/CEC*

1. OpenADR donated for Standards

Development - UCA OpenADR Taskforce formed - OASIS EI TC (OpenADR v2.0)

2. NIST Smart Grid, PAP 09

3. DR SGIG awarded to Honeywell - Enable 80MW Auto-DR in CA

1. Pilots and field trials - Wholesale markets (Storage, renewable, ancillary services) - Pacific-NW (Winter DR) - International demos.

2. Dynamic Pricing 3. Industrial/Residential

*OpenADR v1.0: http://openadr.lbl.gov/

Alliance Certification/Testing

10

OpenADR 1.0 and 2.0

OpenADR 1.0

Open specification

No certification program

Limited number of vendors

Geared towards specific DR programs

OpenADR 2.0

Based on formal industry standard

Test tool, test plan & certification program

Backed by industry alliance

Conforms to NIST Smart Grid Interoperability Framework

Expanded architecture to include pricing, telemetry and other services

How did it come together?

OpenADR 2.0

NIST Smart Grid initiative started harmonization project in

2009

Priority Action Plans (PAPs) to work on common standards

for price models, schedule representation and standard

DR Signals (PAP 3, 4 and 9)

OpenADR 2.0 uses the standardized output from the

above efforts

Adds feedback and other price related features

$/kWh

Price Signal

OpenADR

Data Model Internet Comm

Pricing

Data Models

Physical

Communications Control

Strategies

OpenADR 2.0

OASIS Energy

Interoperation

Technical Committee

CIM (Enterprise Qualities)

NAESB Wholesale/

Retail

UCA

OpenADR TF

IRC Requirements

OpenADR 1.0

Standard OpenADR Profiles

OpenADR 2.0 Standards

(OpenADR Alliance)

OpenADR 2.0 Application

14

*Figure Source: OASIS Energy Interop Draft Standards (http://www.oasis-open.org/committees/energyinterop/)

OpenADR 2.0 - OASIS

Architectural models for

Data models for information exchange

Information exchange patterns

Distributed Energy Resources (DER)

Use work across Smart Grid domain related to –

Price/Reliability DR from OpenADR 1.0

Transactive Prices from Energy Market Information

Exchange

Common schedule from Web Service Calendar (WS-

Calendar)

NAESB, UCA, ISOs, RTOs, etc.

OpenADR 2.0 - OASIS

Energy Interop Technical Committee (EI TC)

works to:

Describe information and comms models

Define web services

Create models for –

Dynamic price signals

Reliability signals

Emergency signals

Communication re market participation info

Load predictability and generation information

OpenADR 2.0 - OASIS

OpenADR 2.0 profiles in the EI v1.0

OpenADR 2.0

Some new lingo –

Server is now a Virtual Top Node (VTN)

Client is now a Virtual End Node (VEN)

Devices can be VTNs, VENs, or combinations

thereof

What is the OpenADR Alliance?

California-based nonprofit 501(c)(6) corporation

Member-based organization comprised of industry

stakeholders interested in fostering OpenADR

adoption

Leverages Smart Grid-related standards from

OASIS, UCA and NAESB

Supports development, testing, and deployment

of commercial OpenADR

Enables stakeholders to participate in automated

DR, dynamic pricing, and electricity grid reliability

Alliance Goals

Coordination with standards organizations for

release of OpenADR 2.0

Successful Testing/Compliance Program

Education on the Standard and its

implementation

Market acceptance and adoption of OpenADR

20

OpenADR Members

Sponsors

Contributors

Adopters

Committee Activities Snapshot

Complete OpenADR 2.0 specification feature sets

Define the policy framework for compliance (refer to UCA CPRM and SGIP IPRM)

Implement certification and compliance program

Complete OpenADR 2.0 specification test cases

Develop test procedures

Test tool vendor to provide validated test system

Accredited test house to implement testing service

Support OpenADR compliant development (e.g., web-

based test tool, plug-fests, remote interop testing)

Contribute feedback to SGIP SGTCC IPRM process

Evaluate and support technical harmonization

Facilitate transition from legacy DR to OpenADR 2.0

22

Certification & Testing OpenADR Certification & Testing Roadmap

10

OASIS

Test Specifications

Co

nfo

rma

nc

e*

Inte

rop

era

bil

ity

LEGEND:

• PICS: Performance/Protocol/Performa

Implementation Conformance Statement

• i-PICS: Interoperability PICS

* Reference framework in UCA Edge Conformance

*Conformance with data models

Certification & Testing

Alliance is creating

Profile Specification

PICS documents

Test plan and testing

Certification documents

Certification test tool

Test facility and test tool validated by the Alliance

Members can obtain test tool for pretesting and do final

certification testing at the test lab

Certification & Testing

De

vic

e T

yp

es

&

Fe

atu

re S

et

VTN

e.g Servers

VEN e.g. Energy

Management Clients

A B C A B C EiEvent

Simple Profile Y Y Y Y Y Y

Full Profile N Y Y N Y Y Performance

Criteria Profile N N Y N N Y Ei Quote

Full Profile N Y Y N Y Y Ei Opt

Simple Profile N Y Y N Y Y

Full Profile N Y Y N Y Y EiFeedback

Full Profile N N Y N N Y EiStatus

Full Profile N Y Y N Y Y

Admin Services

The OpenADR

Alliance is working

on 3 different feature

sets using increasing sets of services and

features from EI

Outreach and Education

OpenADR Primer

Demos

Grid-Interop

DistribuTECH

Speaking

Grid-Interop – Dec.

EnergySMART - Sep

Smart Energy International – Oct.

Mass Market Demand Response Conference - Nov

AHR Expo – Jan

Distributech – Jan

Current Status

OASIS Energy Interoperation 1.0 standard

approved for third public review

Completed first interoperability test event

Established test tool framework

Finalizing profile certification and test plan

Preparing market education and outreach

programs

Growing Ecosystem of suppliers

Join us …!

Rolf Bienert Barry Haaser

Technical Director Managing Director

rolf@openadr.org barry@openadr.org

+1 925 336 0239 +1 408 778 8370

www.openadr.org

Thank You!

Questions?

Contact us – see below